Guidance Point Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Guidance Point Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Hold	6,276	–	–	0.26%	40
2026 Q1	$1.16M	Hold	6,276	–	–	0.27%	37
2025 Q4	$1.11M	Buy	6,276 +32	+0.5%	+$5.6K	0.26%	38
2025 Q3	$1.09M	Buy	6,244 +31	+0.5%	+$5.28K	0.26%	37
2025 Q2	$1.02M	Hold	6,213	–	–	0.26%	37
2025 Q1	$997K	Buy	6,213 +41	+0.7%	+$6.7K	0.28%	37
2024 Q4	$998K	Buy	6,172 +38	+0.6%	+$6.41K	0.28%	35
2024 Q3	$1.03M	Buy	6,134 +65	+1%	+$10.3K	0.3%	36
2024 Q2	$913K	Hold	6,069	–	–	0.29%	36
2024 Q1	$946K	Buy	6,069 +29	+0.5%	+$4.26K	0.31%	36
2023 Q4	$876K	Buy	6,040 +46	+0.8%	+$6.18K	0.32%	34
2023 Q3	$785K	Buy	5,994 +32	+0.5%	+$4.43K	0.32%	37
2023 Q2	$825K	Buy	5,962 +34	+0.6%	+$4.53K	0.32%	40
2023 Q1	$795K	Buy	5,928 +31	+0.5%	+$4.3K	0.32%	39
2022 Q4	$797K	Buy	5,897 +48	+0.8%	+$6.44K	0.34%	37
2022 Q3	$712K	Buy	5,849 +33	+0.6%	+$4.47K	0.33%	43
2022 Q2	$753K	Buy	5,816 +26	+0.4%	+$3.68K	0.32%	44
2022 Q1	$866K	Buy	5,790 +26	+0.5%	+$3.82K	0.33%	45
2021 Q4	$866K	Buy	5,764 +33	+0.6%	+$4.85K	0.31%	39
2021 Q3	$800K	Buy	5,731 +23	+0.4%	+$3.27K	0.29%	43
2021 Q2	$802K	Buy	5,708 +28	+0.5%	+$3.96K	0.31%	42
2021 Q1	$766K	Buy	5,680 +23	+0.4%	+$2.94K	0.32%	41
2020 Q4	$672K	Buy	5,657 +36	+0.6%	+$4.03K	0.31%	45
2020 Q3	$569K	Buy	5,621 +35	+0.6%	+$3.54K	0.31%	46
2020 Q2	$534K	Buy	+5,586	New	+$512K	0.3%	47

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Guidance Point Advisors's VOE Position: Q2 2026 in Review

Guidance Point Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 6,276 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #40.

Guidance Point Advisors first reported a position in VOE in Q2 2020 and has held it in 25 quarters since. 1,241 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Guidance Point Advisors held 6,276 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.24M as of Q2 2026.
Guidance Point Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.26% of Guidance Point Advisors's portfolio in Q2 2026, its #40 holding.
Guidance Point Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
1,241 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.